--- title: "Connect karmaCRM to Polygon Io - APIANT.ai" description: "When \"New Company\" fires in karmaCRM, your agent runs \"Get aggregate bars\" in Polygon Io." canonical: "https://apiant.ai/connect/karmacrm-to-polygon-io" --- # Connect karmaCRM to Polygon Io When **New Company** fires in [karmaCRM](https://apiant.ai/connections/karmacrm), your agent runs **Get aggregate bars** in [Polygon Io](https://apiant.ai/connections/polygon-io). Describe the whole flow and it is built, tested on every scenario and kept running. karmaCRM **4** triggers karmaCRM **18** actions Polygon Io **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want karmaCRM and Polygon Io to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What karmaCRM can start in Polygon Io - When **New Company** in karmaCRM then **Get aggregate bars** in Polygon Io - When **New Contact** in karmaCRM then **Get daily open/close** in Polygon Io Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with karmaCRM and Polygon Io ## Triggers and actions 4 triggers · 30 actions - Trigger **New Company** Triggers when a new company is created in karmaCRM. - Trigger **New Contact** Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags. - Trigger **New deal** Triggers when a new deal is created in karmaCRM. - Trigger **Updated Contact** Triggers when a contact is updated in karmaCRM. - Action **Add note** Adds a note (or logged call) to a karmaCRM contact, company or other record. - Action **Create Company** Creates a company in karmaCRM with its contact details, tags and custom field values. - Action **Create Contact** Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values. - Action **Create Deal** Creates a deal in karmaCRM, optionally linked to a contact and company. - Action **Create Task** Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts. - Action **Delete company** Deletes a company from karmaCRM. - Action **Delete contact** Deletes a contact from karmaCRM by its ID. - Action **Delete deal** Deletes a deal from karmaCRM. - Action **Find Company** Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches. - Action **Find Contact** Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags. - Action **Get company** Returns a single karmaCRM company by its ID, including contact details, tags and custom field values. - Action **Get contact** Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values. - Action **Get deal** Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values. - Action **Get note** Returns a single karmaCRM note (history entry), including its content, related record and participants. - Action **List deals** Returns the deals in your karmaCRM account, optionally only those after a given date. - Action **Update company** Updates an existing company in karmaCRM, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in karmaCRM, changing only the fields you fill in. - Action **Update deal** Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values. - Action **Get aggregate bars** Returns aggregate price bars (open, high, low, close, volume) for a stock over a date range, in custom time windows such as 5-minute or 1-day bars. - Action **Get daily open/close** Returns the open, high, low, close, volume, pre-market and after-hours prices of a stock on a given date. - Action **Get market status** Returns the current trading status of US stock exchanges, currency markets and index groups, including whether pre-market or after-hours trading is active. - Action **Get previous close** Returns the previous trading day's open, high, low, close and volume for a stock ticker. - Action **Get RSI** Returns the relative strength index (RSI) values for a stock ticker over a chosen time window. - Action **Get SMA** Returns the simple moving average (SMA) values for a stock ticker over a time range. - Action **Get ticker details** Returns detailed reference information about a ticker and the company behind it, such as name, exchange, market cap, address and branding. - Action **List dividends** Returns historical cash dividends, with ticker, declaration, ex-dividend, record and pay dates, frequency and amount, filtered by the criteria you supply. - Action **List options contracts** Returns active or expired options contracts, filterable by underlying ticker, contract type, expiration date and strike price. - Action **List stock splits** Returns historical stock splits, with the ticker, execution date and split ratio, optionally filtered by ticker, date range or reverse splits. - Action **List ticker news** Returns the most recent news articles for a stock ticker, with a summary, publisher details, sentiment insights and a link to the original article. - Action **List tickers** Returns ticker symbols supported by Polygon (stocks, indices, forex and crypto), filtered by market, type, exchange, search text and more. ## Each app on its own - [ **karmaCRM** KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your...](https://apiant.ai/connections/karmacrm) - [ **Polygon Io** REST and WebSocket API for real-time and historical stock, options, forex, crypto, and futures market data.](https://apiant.ai/connections/polygon-io) Reviews ## What our customers say ## More from karmaCRM - [ **karmaCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/karmacrm-to-salesforce) - [ **karmaCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/karmacrm-to-slack) - [ **karmaCRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karmacrm-to-mailchimp) - [ **karmaCRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/karmacrm-to-stripe) - [ **karmaCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/karmacrm-to-shopify) - [ **karmaCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/karmacrm-to-quickbooks-online) ## More into Polygon Io - [ **HubSpot to Polygon Io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-polygon-io) - [ **Salesforce to Polygon Io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-polygon-io) - [ **Slack to Polygon Io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-polygon-io) - [ **Google Sheets to Polygon Io** Google Sheets](https://apiant.ai/connect/google-sheets-to-polygon-io) - [ **Gmail to Polygon Io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-polygon-io) - [ **Google Calendar to Polygon Io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-polygon-io) Questions ## karmaCRM and Polygon Io, answered ### ### What can start an automation from karmaCRM? Any of karmaCRM's 4 triggers in the catalog, including New Company, New Contact, New deal and Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Polygon Io when something happens in karmaCRM? Any of Polygon Io's 12 actions, including Get aggregate bars, Get daily open/close, Get market status and Get previous close. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Polygon Io to karmaCRM? Polygon Io has no triggers in the catalog today, so automations start in karmaCRM. If you need the other direction, ask: your agent reads Polygon Io's API documentation and adds it. ### ### Do I have to build a connector for karmaCRM or Polygon Io? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use karmaCRM and Polygon Io without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.